Dollars & Sense Podcast: Nelson Financial Planning

Every week, Joel Garris, CFP® and the team at Nelson Financial Planning break down the retirement, tax, and investing decisions that actually matter — in plain English, without the product pitches.
We're Certified Financial Fiduciaries — legally required to put your interests first — and one of the only financial planning firms in Central Florida with an IRS Enrolled Agent on the advisory team. No account minimums. No commissions. Just real answers.
Topics we cover: retirement income planning · Social Security timing · IRMAA and Medicare premiums · Roth conversions · Required Minimum Distributions · FRS planning for Florida government employees · market volatility · estate planning · tax strategies for retirees.
📅 New episodes every week. Subscribe so you never miss one.
🔗 Free retirement review (no account minimums): www.NelsonFinancialPlanning.com
📖 Get Joel's free book NextGen Dollars & Sense: www.NelsonFinancialPlanning.com/next-gen-dollars-sense-book/